Is there a way to generate a customer statement showing the detail of both open and closed documents?

  • 29 November 2022
  • 2 replies


I am trying to pull the customer statement with detail as sometimes there is a discrepancy and you want to indicate what has been paid or received and what is still open as well.



Kind regards


Best answer by BethKesser24 29 November 2022, 13:45

View original

2 replies

Userlevel 3
Badge +1

You can run the AR Balance by Customer Report.  And on the Report Format drop down, make sure you select ALL Documents (see below):



Hi @BethKesser24 thanks, I will use that one for now, just thought maybe the actual statement that you can print has the option if needed.


but this can also work for the odd customers that needs a “recon” of what has been applied


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved